Nuveen Preferred & Income Opportunities Fund
JPC- Exchange
- NYSE
- SEC CIK
- 0001216583
No open-market purchases or sales by Nuveen Preferred & Income Opportunities Fund insiders were filed in the last 90 days; 334 institutions reported holding it in 13F filings for Q2 2026, worth $519.3M in total; no superinvestor holds it.
13F holders, Q1 2024
Institutional positions in Nuveen Preferred & Income Opportunities Fund as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 286
- −9 vs. Q4 2023
- Shares held
- 81.0M
- −3.14M (−3.7%) vs. Q4 2023
- Total value
- $580.6M
- +$12.6M (+2.2%) vs. Q4 2023
- New holders
- 37
- 92 more added
- Sold out
- 46
- 88 more reduced
3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting JPC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 334 | $519.3M |
| Q1 2026 | 326 | $490.7M |
| Q4 2025 | 330 | $529.6M |
| Q3 2025 | 314 | $540.7M |
| Q2 2025 | 289 | $472.2M |
| Q1 2025 | 284 | $487.4M |
| Q4 2024 | 298 | $495.9M |
| Q3 2024 | 289 | $523.6M |
| Q2 2024 | 281 | $580.2M |
| Q1 2024 | 286 | $580.6M |
| Q4 2023 | 298 | $568.1M |
| Q3 2023 | 140 | $140.6M |
| Q2 2023 | 129 | $132.3M |
| Q1 2023 | 135 | $138.2M |
| Q4 2022 | 138 | $155.0M |
| Q3 2022 | 134 | $149.2M |
| Q2 2022 | 141 | $146.6M |
| Q1 2022 | 139 | $196.4M |
| Q4 2021 | 141 | $225.0M |
| Q3 2021 | 127 | $202.9M |
| Q2 2021 | 126 | $207.7M |
| Q1 2021 | 127 | $192.6M |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Nuveen Preferred & Income Opportunities Fund; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gleason Group, Inc. | 21 | $148 | 0.00% | +1+5.0% | Added |
| Tower Research Capital LLC (TRC) | 44 | $316 | 0.00% | +44 | New |
| Pflug Koory, LLC | 66 | $475 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 87 | $626 | 0.00% | +87 | New |
| Sugarloaf Wealth Management, LLC | 135 | $971 | 0.00% | −3,334−96.1% | Reduced |
| Toth Financial Advisory Corp | 200 | $1.44K | 0.00% | +200 | New |
| Montag A & Associates Inc | 219 | $1.59K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 296 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 350 | $2.52K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 359 | $2.58K | 0.00% | −9,792−96.5% | Reduced |
| Boyd Watterson Asset Management LLC | 395 | $2.84K | 0.00% | +395 | New |
| LRI Investments, LLC | 415 | $2.98K | 0.00% | +415 | New |
| VisionPoint Advisory Group, LLC | 494 | $3.55K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 630 | $4.53K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 688 | $4.95K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 711 | $5.11K | 0.00% | +711 | New |
| Gen-Wealth Partners Inc | 929 | $6.68K | 0.00% | +929 | New |
| Allworth Financial LP | 988 | $7.10K | 0.00% | 00.0% | Unchanged |
| American National Bank | 1,003 | $7.21K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 1,056 | $7.59K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,229 | $8.84K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,400 | $10.1K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 1,435 | $10.3K | 0.00% | −2,017−58.4% | Reduced |
| Main Street Group, LTD | 1,681 | $12.1K | 0.01% | +1,681 | New |
| Caldwell Trust Co | 1,908 | $13.7K | 0.00% | −180−8.6% | Reduced |
| Concord Wealth Partners | 1,933 | $13.9K | 0.00% | +26+1.4% | Added |
| Game Plan Financial Advisors, LLC | 1,977 | $14.2K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,977 | $14.2K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 1,977 | $14.2K | 0.00% | +1,977 | New |
| The PNC Financial Services Group, Inc. | 2,154 | $15.5K | 0.00% | +1,000+86.7% | Added |
| AdvisorNet Financial, Inc | 2,270 | $16.3K | 0.00% | −15−0.7% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 2,391 | $17.2K | 0.01% | −1,057−30.7% | Reduced |
| Ronald Blue Trust, Inc. | 2,398 | $17.2K | 0.00% | +2,398 | New |
| Citigroup Inc | 2,544 | $18.3K | 0.00% | +1,415+125.3% | Added |
| FNY Investment Advisers, LLC | 3,000 | $21.0K | 0.01% | +3,000 | New |
| FMR LLC | 3,305 | $23.8K | 0.00% | +3,304+330,400.0% | Added |
| Hexagon Capital Partners LLC | 3,385 | $24.3K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3,419 | $24.7K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3,998 | $28.7K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 4,708 | $34.0K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 4,780 | $34.4K | 0.00% | +4,780 | New |
| Whittier Trust Co of Nevada Inc | 4,944 | $35.5K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 5,066 | $36.4K | 0.01% | −6,087−54.6% | Reduced |
| Wolverine Asset Management LLC | 5,379 | $38.7K | 0.00% | −167,970−96.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 5,732 | $41.0K | 0.02% | +41+0.7% | Added |
| SOA Wealth Advisors, LLC. | 6,007 | $43.2K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 6,500 | $46.7K | 0.02% | −6,596−50.4% | Reduced |
| EverSource Wealth Advisors, LLC | 6,645 | $46.8K | 0.00% | −829−11.1% | Reduced |
| Proequities, Inc. | 7,409 | $53.6K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 7,575 | $54.5K | 0.02% | +7,575 | New |
| NBC Securities, Inc. | 8,218 | $59.0K | 0.01% | +1,275+18.4% | Added |
| CWM, LLC | 9,133 | $66.0K | 0.00% | +1,606+21.3% | Added |
| Abel Hall, LLC | 10,000 | $71.9K | 0.05% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 10,000 | $71.9K | 0.00% | +10,000 | New |
| Pacific Wealth Strategies Group, Inc. | 10,000 | $71.9K | 0.06% | +10,000 | New |
| National Asset Management, Inc. | 11,285 | $71.9K | 0.00% | −37,391−76.8% | Reduced |
| CoreFirst Bank & Trust | 10,092 | $72.6K | 0.05% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 10,133 | $72.9K | 0.01% | +10,133 | New |
| Coastline Trust Co | 10,143 | $72.9K | 0.01% | 00.0% | Unchanged |
| RFG Advisory, LLC | 10,209 | $73.4K | 0.00% | +10,209 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,231 | $73.6K | 0.02% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 10,350 | $74.4K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 10,525 | $75.7K | 0.01% | +32+0.3% | Added |
| Blue Barn Wealth, LLC | 10,840 | $77.9K | 0.04% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 10,977 | $78.9K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 10,985 | $79.0K | 0.08% | +10,985 | New |
| Deutsche Bank AG | 10,991 | $79.0K | 0.00% | +10,991 | New |
| Beacon Financial Advisory LLC | 11,141 | $80.1K | 0.04% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 11,319 | $81.4K | 0.01% | −55,918−83.2% | Reduced |
| CIBC Private Wealth Group, LLC | 11,541 | $82.6K | 0.00% | +11,541 | New |
| Pathway Financial Advisers, LLC | 11,510 | $82.8K | 0.03% | −1,414−10.9% | Reduced |
| LifeSteps Financial, Inc. | 11,520 | $82.8K | 0.06% | 00.0% | Unchanged |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,000 | $83.6K | 0.04% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 11,653 | $83.8K | 0.01% | −706−5.7% | Reduced |
| Apollon Wealth Management, LLC | 11,680 | $84.0K | 0.00% | −652−5.3% | Reduced |
| Eschler Asset Management LLP | 12,000 | $85.9K | 0.06% | −27,000−69.2% | Reduced |
| Advisory Services Network, LLC | 11,985 | $86.2K | 0.00% | −2,140−15.2% | Reduced |
| Boothbay Fund Management, LLC | 12,000 | $86.3K | 0.00% | −321,363−96.4% | Reduced |
| Future Financial Wealth Managment LLC | 12,000 | $86.3K | 0.07% | +12,000 | New |
| Equitable Holdings, Inc. | 12,527 | $90.1K | 0.00% | +37+0.3% | Added |
| Occidental Asset Management, LLC | 12,541 | $90.2K | 0.02% | +1,813+16.9% | Added |
| Second Line Capital, LLC | 12,551 | $90.8K | 0.03% | +12,551 | New |
| Smith Shellnut Wilson LLC | 12,855 | $92.4K | 0.05% | 00.0% | Unchanged |
| US Bancorp | 12,920 | $92.9K | 0.00% | +10,655+470.4% | Added |
| Beacon Capital Management, LLC | 13,203 | $94.9K | 0.02% | +403+3.1% | Added |
| Schechter Investment Advisors, LLC | 13,222 | $95.1K | 0.01% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 13,312 | $95.7K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 13,362 | $96.1K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 13,369 | $96.1K | 0.01% | 00.0% | Unchanged |
| Valley Brook Capital Group | 13,489 | $97.0K | 0.08% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 13,547 | $97.4K | 0.00% | +11+0.1% | Added |
| VeraBank, N.A. | 13,658 | $98.2K | 0.03% | 00.0% | Unchanged |
| Beacon Financial Group | 13,705 | $98.5K | 0.01% | +273+2.0% | Added |
| Resurgent Financial Advisors LLC | 13,728 | $98.7K | 0.05% | +6,969+103.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 13,733 | $99.0K | 0.00% | −14,205−50.8% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 13,899 | $99.9K | 0.01% | −1,056−7.1% | Reduced |
| Wealth Advisory Solutions, LLC | 14,000 | $100.7K | 0.03% | +14,000 | New |
| Integrated Wealth Concepts LLC | 14,129 | $101.6K | 0.00% | −109−0.8% | Reduced |
| Moloney Securities Asset Management, LLC | 14,327 | $103.0K | 0.02% | −308−2.1% | Reduced |
| Nomura Holdings Inc | 14,482 | $104.1K | 0.00% | −47,460−76.6% | Reduced |